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William Congdon

Strategic Advisers LLC

Seattle, WA

Kirkland, WA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1518 6Th Ave, Seattle, WA 98101-1706 • United States

Kirkland, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 02/2019 06/2020
Unemployed Redmond WA 11/2018 02/2019
Washington National Primate Research Center Seattle WA 12/2014 11/2018
Equitable Advisors, Llc New York NY 02/2019 03/2022
Fidelity Investments Seattle WA 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 11/2018 → 02/2019
    Unemployed
    Redmond, WA
  • 12/2014 → 11/2018
    Washington National Primate Research Center
    Seattle, WA
  • 02/2019 → 03/2022
    Equitable Advisors, Llc
    New York, NY
  • 03/2022 → Present
    Fidelity Investments
    Seattle, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Seattle, WA
  • 2020-09-21 → 2022-03-07
    Equitable Advisors, Llc
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-11
S63 Uniform Securities Agent State Law Examination 2019-04-04
  • S66 Uniform Combined State Law Examination
    2020-09-11
  • S63 Uniform Securities Agent State Law Examination
    2019-04-04
Other Names
  • Bill Congdon
  • William Congdon
  • William Laurence Straker Congdon

View on SEC IAPD

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MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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